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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,156 | $135,956-92.5% | $123,894-91.8% | $273,972-96.3% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 9.96% | 56.63%-46.7pp | 47.52%-37.6pp | 41.46%-31.5pp |
| Employer contribution / active EE | $612 | $5,170-88.2% | $4,617-86.7% | $4,869-87.4% |
| Participant deferral / active EE | $2,204 | $6,343-65.3% | $5,984-63.2% | $5,287-58.3% |
| Admin fee / account holder | $565 | $9,817-94.2% | $8,357-93.2% | $10,133-94.4% |